AVEM — AMERICAN CENTY ETF TR

Ownership history in Pasadena Private Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Pasadena Private Wealth, LLC reported a position in AMERICAN CENTY ETF TR (AVEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.38% (2025 Q3)
Avg. % of fund
3.33%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 315,161 +2,380 +0.8% 3.30% $24.3M $76.97
2025 Q3 ADDED 312,781 +31,037 +11.0% 3.38% $23.5M $73.91
2025 Q2 INITIATED 281,744 — — 3.30% $19.3M $67.45
% of Fund (quarterly)    AVEM price (monthly, adj. close)

Other funds also holding AVEM

As of 2025 Q4 — sorted by position size

Oak Root LLC 10.01% Morton Brown Family Wealth, LLC 3Y 9.53% ACT Advisors, LLC. 3Y 9.34% Armstrong, Fleming & Moore, Inc 8.32% WJ Interests, LLC 3Y 8.31% Savant Capital, LLC 3Y 7Y 8.08% JRM Investment Counsel, LLC 3Y 7Y 7.06% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 6.9% McLean Asset Management Corp 3Y 6.75% Fort Vancouver Investment Management, LLC 6.7%
← Back to Pasadena Private Wealth, LLC Holdings